Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMBNX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-2) | NA | 22.05% | 17.64% | 17.78% | 14.60% | 11.73% | 10.85% | … | … |
Data as of 03/01/2021, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMBNX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-2) | 12/21/2000 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 22.05 | 17.64 | 17.78 | 14.60 | 11.73 | 10.85 | … | … | 2.98 | 17.50 | 42.02 | -7.31 | 24.51 | 9.52 | 0.79 | 11.93 | 32.68 | 18.27 | 7.31 | 22.76 | 32.25 | -34.30 | 8.61 | 13.30 | 3.07 | 16.78 | 31.03 | -9.07 | -3.93 | 4.32 |
| Sharpe Ratio | NA | 0.69 | 0.68 | 0.84 | 0.78 | NA | NA | … | … | 1.06 | 0.46 | 3.35 | -0.54 | 3.17 | 0.61 | 0.05 | 1.02 | 2.96 | 1.50 | 0.32 | 1.32 | 1.29 | -0.95 | 0.39 | 0.99 | 0.08 | 1.47 | 2.35 | -0.60 | -0.42 | NA |
| Standard Deviation(%) | NA | 37.65 | 24.63 | 20.27 | 18.10 | NA | NA | … | … | 19.75 | 37.43 | 12.11 | 15.92 | 7.56 | 15.19 | 14.88 | 11.68 | 11.05 | 12.25 | 22.73 | 17.23 | 24.95 | 36.95 | 14.23 | 10.12 | 11.53 | 10.76 | 12.89 | 17.03 | 15.15 | NA |
| Draw Down(%) | NA | 36.11 | 40.58 | 40.58 | 40.58 | NA | NA | … | … | 5.91 | 40.58 | 5.32 | 19.63 | 2.91 | 14.15 | 12.29 | 9.23 | 6.89 | 9.07 | 19.74 | 11.60 | 24.08 | 48.77 | 10.57 | 8.55 | 6.21 | 8.00 | 10.14 | 21.38 | 16.76 | NA |
| Yield(%) | 0.00 | 1.41 | 6.01 | 6.19 | 7.15 | 6.68 | 7.39 | … | … | 0.00 | 1.39 | 6.41 | 10.86 | 4.20 | 2.43 | 6.21 | 5.55 | 2.76 | 2.62 | 6.21 | 5.47 | 0.34 | 3.90 | 10.69 | 10.40 | 0.00 | 7.85 | 0.30 | 0.22 | 0.06 | 0.17 |
Data as of 03/01/2021, Common starting date is 12/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMBNX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-2) |
-11.62%
Feb 2006 – Feb 2009 |
-4.18%
Feb 2004 – Feb 2009 |
6.44%
Jan 2001 – Jan 2011 |
8.14%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMBNX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-2) |
29.48%
Feb 2009 – Feb 2012 |
26.13%
Feb 2009 – Feb 2014 |
17.84%
Feb 2009 – Feb 2019 |
12.34%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart